Capture customer details from Tally, create customer in Kustomer, start conversation, and add notes
Capture customer details from Tally, create customer in Kustomer, start conversation, and add notes
Capture customer details from Tally form submissions, create or find customer records in Kustomer, initiate conversations, and document notes for service fulfillment, ensuring faster onboarding and improved customer engagement.
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Overview
Capture customer details from Tally form submissions, create or find customer records in Kustomer, initiate conversations, and document notes for service fulfillment, ensuring faster onboarding and improved customer engagement.